异动解读|联电盘前下跌5.51%,估值过高引发持续回调压力

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6月4日,联电盘前下跌5.51%,报20.02美元/股,成交额4.15万美元,延续近日调整态势。

消息面上,联电当前TTM市盈率约35.5倍,远高于五年中位数11.8倍,年初至今累计涨幅显著,估值回调压力持续释放。尽管公司此前公布一季度净利同比大涨108%超预期,毛利率达29.2%,并宣布下半年展开选择性涨价约10%,但前期股价快速上涨后积累的高估值风险仍是市场关注焦点。此外,半导体行业部分个股承压,博通跌11.73%,迈威尔科技跌4.29%,美光科技跌2.92%,板块情绪偏弱亦形成拖累。

联华电子股份有限公司主要业务为专业晶圆制造整合服务。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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